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ACG Wealth’s Kimberly-Clark KMB Stock Holding History

ACG Wealth’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$349K Hold
3,101
– – 0.08% 188
2022
Q2 		$419K Sell
3,101
-443
-13% -$58.4K 0.09% 183
2022
Q1 		$437K Sell
3,544
-2,117
-37% -$279K 0.08% 190
2021
Q4 		$809K Buy
5,661
+1,943
+52% +$262K 0.12% 172
2021
Q3 		$492K Buy
3,718
+4
+0.1% +$544 0.06% 194
2021
Q2 		$497K Buy
3,714
+404
+12% +$53.9K 0.06% 199
2021
Q1 		$460K Sell
3,310
-142
-4% -$18.8K 0.06% 202
2020
Q4 		$465K Sell
3,452
-202
-6% -$28.3K 0.06% 192
2020
Q3 		$540K Sell
3,654
-146
-4% -$21.9K 0.08% 169
2020
Q2 		$537K Sell
3,800
-53
-1% -$7.32K 0.09% 164
2020
Q1 		$493K Buy
3,853
+6
+0.2% +$830 0.09% 181
2019
Q4 		$529K Buy
3,847
+6
+0.2% +$812 0.08% 197
2019
Q3 		$546K Buy
3,841
+6
+0.2% +$825 0.08% 202
2019
Q2 		$511K Sell
3,835
-11
-0.3% -$1.42K 0.07% 212
2019
Q1 		$477K Sell
3,846
-34
-0.9% -$3.95K 0.06% 213
2018
Q4 		$442K Sell
3,880
-75
-2% -$8.32K 0.07% 194
2018
Q3 		$449K Buy
3,955
+897
+29% +$101K 0.06% 204
2018
Q2 		$322K Buy
3,058
+492
+19% +$51.1K 0.05% 220
2018
Q1 		$283K Buy
2,566
+36
+1% +$4.1K 0.04% 239
2017
Q4 		$305K Buy
2,530
+2
+0.1% +$233 0.05% 245
2017
Q3 		$298K Sell
2,528
-499
-16% -$60.9K 0.05% 207
2017
Q2 		$391K Buy
3,027
+414
+16% +$53.9K 0.06% 209
2017
Q1 		$344K Sell
2,613
-1
-0% -$126 0.06% 198
2016
Q4 		$298K Hold
2,614
– – 0.06% 182
2016
Q3 		$330K Hold
2,614
– – 0.07% 181
2016
Q2 		$359K Hold
2,614
– – 0.08% 163
2016
Q1 		$352K Buy
2,614
+130
+5% +$16.9K 0.08% 159
2015
Q4 		$316K Hold
2,484
– – 0.07% 166
2015
Q3 		$271K Buy
2,484
+562
+29% +$61.9K 0.07% 164
2015
Q2 		$204K Buy
+1,922
New +$209K 0.05% 200

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACG Wealth's KMB Position: Q3 2022 in Review

ACG Wealth held its Kimberly-Clark (KMB) position steady in Q3 2022 at 3,101 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #188.

ACG Wealth first reported a position in KMB in Q2 2015 and has held it in 30 quarters since. The position peaked at $809K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • ACG Wealth held 3,101 shares of Kimberly-Clark worth $349K as of Q3 2022.
  • ACG Wealth left its Kimberly-Clark share count unchanged in Q3 2022.
  • Kimberly-Clark made up 0.08% of ACG Wealth's portfolio in Q3 2022, its #188 holding.
  • ACG Wealth first reported a position in Kimberly-Clark in Q2 2015 and has held it in 30 quarters since.
  • ACG Wealth's Kimberly-Clark position peaked at $809K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.